Mather Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Mather Group’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$249K	Hold	14,825	–	–	﹤0.01%	731
2026 Q2	$291K	Hold	14,825	–	–	﹤0.01%	683
2026 Q1	$266K	Hold	14,825	–	–	﹤0.01%	652
2025 Q4	$238K	Hold	14,825	–	–	﹤0.01%	583
2025 Q3	$223K	Sell	14,825 -45	-0.3%	-$628	﹤0.01%	598
2025 Q2	$187K	Hold	14,870	–	–	﹤0.01%	599
2025 Q1	$157K	Sell	14,870 -500	-3%	-$5.73K	﹤0.01%	655
2024 Q4	$178K	Hold	15,370	–	–	﹤0.01%	604
2024 Q3	$215K	Hold	15,370	–	–	﹤0.01%	548
2024 Q2	$217K	Buy	15,370 +790	+5%	+$11.1K	﹤0.01%	589
2024 Q1	$233K	Hold	14,580	–	–	﹤0.01%	491
2023 Q4	$233K	Buy	+14,580	New	+$213K	﹤0.01%	512
2023 Q3	–	Sell	-10,841	Closed	-$205K	–	600
2023 Q2	$205K	Buy	+10,841	New	+$202K	﹤0.01%	547

Other funds holding PBD

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Willow Creek Capital Management Missoula, Montana $103M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group's PBD Position: Q3 2026 in Review

Mather Group held its Invesco Global Clean Energy ETF (PBD) position steady in Q3 2026 at 14,825 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Mather Group first reported a position in PBD in Q2 2023 and has held it in 13 quarters since. The position peaked at $291K in Q2 2026. 7 funds tracked by Wall St. Rank hold PBD as of Q3 2026.

Mather Group held 14,825 shares of Invesco Global Clean Energy ETF worth $249K as of Q3 2026.
Mather Group left its Invesco Global Clean Energy ETF share count unchanged in Q3 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #731 holding.
Mather Group first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and has held it in 13 quarters since.
Mather Group's Invesco Global Clean Energy ETF position peaked at $291K in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.